Financial Administrator-(part-time or full-time)-Wealth Management Firm-Liverpool - £30k-£35k plus..

plus Full study support

Are you an experienced Financial Administrator seeking an exciting opportunity to join a reputable independent financial advice business? Our client, a leading firm in the Northwest, is renowned for delivering top-tier advice across various financial domains, including Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections. With a client base spanning retiree, City professionals, families, and professional athletes, they are now seeking a dedicated Financial Administrator to join their dynamic team.

The Managing Director is introducing a brand-new role for an experienced Financial Administrator to support their team of highly established Advisers. Whether you prefer part-time or full-time hours, this role offers flexibility and the opportunity to work in a collaborative office environment three days a week, with the flexibility to work from home for the remaining two days once established. You'll be responsible for end-to-end administration tasks, supporting Advisers, and managing client portfolios. Experience with platforms such as Aviva, Royal London, and Prudential, as well as familiarity with tools like FE Analytics or Cashcal, is advantageous but not essential as full training will be provided.

This role is suitable for experienced Financial Administrators, with studies being desirable but not essential. Whether you're returning to work or seeking part-time opportunities, we welcome your application. With ambitious plans for organic growth, there's ample scope for career progression and development within our firm. You'll enjoy a secure and rewarding role, complemented by an excellent benefits package and bonus structure. They offer a competitive basic salary ranging from £30,000 to £35,000 (pro-rata for part-time), depending on your experience level.

If you're ready to join an entrepreneurial and forward-thinking business committed to delivering exceptional service to its clients, we'd love to hear from you. Apply now to take the next step in your career journey.

*Please note: Candidates must be office-based initially, with the option to work from home two days a week following establishment within the company. *

Please contact Joanna Clark to discuss this Financial Administrator role further.